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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,078 | $124,346+92.3% | $111,306+114.8% | $167,553+42.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 5.76% | 37.46%-31.7pp | 54.67%-48.9pp | 478.89%-473.1pp |
| Employer contribution / active EE | $1,370 | $3,438-60.2% | $2,732-49.9% | $4,840-71.7% |
| Participant deferral / active EE | $6,107 | $5,182+17.9% | $4,488+36.1% | $6,343-3.7% |
| Admin fee / account holder | $5,352 | $10,623-49.6% | $7,966-32.8% | $12,316-56.5% |